CAL
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Capital Advisors Ltd’s Constellation Brands STZ Stock Holding History

Capital Advisors Ltd’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33K Sell
236
-1
-0.4% -$149 ﹤0.01% 583
2026
Q1 		$36K Hold
237
– – ﹤0.01% 565
2025
Q4 		$33K Sell
237
-32
-12% -$4.39K ﹤0.01% 568
2025
Q3 		$36K Sell
269
-46
-15% -$7.32K ﹤0.01% 544
2025
Q2 		$51K Hold
315
– – 0.01% 467
2025
Q1 		$58K Sell
315
-57
-15% -$10.4K 0.01% 431
2024
Q4 		$82K Buy
372
+6
+2% +$1.43K 0.01% 368
2024
Q3 		$94K Sell
366
-27
-7% -$6.69K 0.01% 351
2024
Q2 		$101K Buy
393
+103
+36% +$26.5K 0.01% 338
2024
Q1 		$79K Buy
290
+41
+16% +$10.4K 0.01% 368
2023
Q4 		$60K Hold
249
– – 0.01% 392
2023
Q3 		$63K Hold
249
– – 0.01% 382
2023
Q2 		$61K Buy
249
+4
+2% +$936 0.01% 396
2023
Q1 		$55K Sell
245
-84
-26% -$18.7K 0.01% 363
2022
Q4 		$55K Buy
329
+210
+176% +$50.3K 0.01% 366
2022
Q3 		$27K Buy
119
+18
+18% +$4.39K 0.01% 423
2022
Q2 		$24K Sell
101
-38
-27% -$9.25K ﹤0.01% 420
2022
Q1 		$32K Buy
139
+3
+2% +$693 0.01% 408
2021
Q4 		$34K Buy
+136
New +$31K 0.01% 390
2017
Q2 		– Sell
-35
Closed -$6K – 402
2017
Q1 		$6K Buy
35
+3
+9% +$468 ﹤0.01% 340
2016
Q4 		$5K Buy
+32
New +$5.08K ﹤0.01% 353

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Advisors Ltd's STZ Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Constellation Brands (STZ) stake by 0.42% in Q2 2026, selling an estimated $149 and leaving 236 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Capital Advisors Ltd first reported a position in STZ in Q4 2016 and has held it in 21 quarters since. The position peaked at $101K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Capital Advisors Ltd held 236 shares of Constellation Brands worth $33K as of Q2 2026.
  • Capital Advisors Ltd sold 1 Constellation Brands share in Q2 2026, an estimated $149.
  • Constellation Brands made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #583 holding.
  • Capital Advisors Ltd first reported a position in Constellation Brands in Q4 2016 and has held it in 21 quarters since.
  • Capital Advisors Ltd's Constellation Brands position peaked at $101K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.